How ATB Procures

As a crown corporation, ATB Financial adheres to specific trade agreements that ensure fairness and equal opportunity for the vendors. Opportunities exceeding a certain value threshold (generally $100,000 or over) are posted publicly on the Alberta Purchasing Connection (APC) website.

Trade Agreements

ATB follows the Canadian Free Trade Agreement and the New West Partnership Trade Agreement.

Types of Opportunities

ATB offers three types of procurement opportunities:

• Requests for Proposals (RFPs)
  RFPs are required for any project, product or service that will be $100,000 or more, and may be used for under that threshold depending on the circumstances.
• Requests for Quotes (RFQs)
  RFQs are used to determine the exact amount of a specific product or service.
• Requests for Information (RFIs)
  RFIs are used when creating plans in order to properly scope a project that is in development.

Categories of goods and services we source

ATB seeks a wide range of goods and services, including:

• Office equipment and supplies
• Software solutions
• Consulting services
• Caretaking
• Contract Labour

What ATB Provides in a Procurement Opportunity

• About ATB and the Project
  Background, requirements and additional information
• Evaluation Criteria
  How the procurement opportunity will be evaluated and the outline of the evaluation criteria
• Timeline
  Key dates and deadlines
• Contact information
  How to contact ATB if there is further information required.

What Vendors Are Asked to Provide To A Procurement Opportunity

As part of the proposal, the vendors need to provide information required for the ATB team to assess the capabilities and conduct a fair evaluation of the proposals.

Information that may be requested and is not limited to the following:

• Organizational Fit and Professional Capabilities
  Company overview, past performance, relevant experience, references
• Product/Service Offering
  Detailed description of the proposed solution
• Key Personnel
  Information about team members proposed to support the service
• Pricing Breakdown
  Cost structure, total cost and potential savings
• ESG
  Information on the environmental, sustainability and governance (ESG) progress and activities

Questions and Answers

As part of the process and prior to submitting a proposal, when required, the vendors can submit questions which can clarify some of the information that is part of the RFP. ATB posts answers on the APC website to all relevant questions.

Evaluation Criteria

Proposals are evaluated based on many criteria which may include:

• Fit and professional capabilities
• Experience and innovation
• Account management
• Proposed solution
• Pricing

Shortlisting and Interviews

After an extensive review of the submitted proposals, ATB determines a short list of vendors which may be invited to participate in an interview. ATB may include in the agenda any number of topics and questions which may include:

• Product demos
• Discussions about the proposed solution
• Introduction to key team members

ATB’s Approach to Procuring Goods and Services

ATB Financial maintains a transparent procurement process, ensuring fairness and equal opportunity for all vendors. Proposals are evaluated based on a predefined set of criteria, with a strong emphasis on overall value. We encourage vendors to communicate their capabilities, experience, and proposed solutions clearly and comprehensively. We interview shortlisted vendors in order for them to showcase their strengths and directly address any questions.

Where ATB Procurement Opportunities Can Be Located

Visit the Alberta Purchasing Connection (APC) website to search for current procurement opportunities with ATB Financial. Sign up for notifications to stay informed about new RFPs and updates.

A Final Word

• Read all procurement opportunity (RFP, RFQ, RFI) documents carefully.
• Ask questions if you need clarification.
• Submit your proposal on time.
• Take advantage of debrief opportunities if you are not successful to find how to strengthen your submission for next time.